Financial Integration Analyst

Overview

The Financial Integration Analyst plays a key role in Guardian Alarm's mergers and acquisitions process by supporting the successful financial integration of newly acquired companies. This role bridges the gap between acquisition and full integration into Guardian's systems, focusing on financial data, accounting processes, and operational workflows. The Analyst will ensure acquired entities' financial and accounting practices are accurately assessed, aligned, and transitioned to Guardian's standards to enable a seamless integration experience.

Responsibilities

• Partner with Finance, Accounting, and Transformation teams to assess financial operations of acquired companies during the post-purchase, pre-integration phase.
• Analyze and map accounting systems, general ledger structures, and financial reporting processes of acquired companies.
• Handle purchase accounting and month end close process for acquired company during transition period.
• Review and reconcile historical financial data to ensure accuracy and consistency prior to integration.
• Validate recurring monthly billing amounts for accuracy post-integration (service fees, monitoring charges, add-ons).
• Reconcile customer balances between legacy systems and corporate systems during migration.
• Ensure accurate and timely posting of cash receipts, lockbox payments, credit card processing, and ACH transactions.
• Monitor billing exceptions and resolve discrepancies with acquired company staff and customer service teams.
• Implement best practices for reducing churn, preventing missed billings, and improving collection efficiency during transition.
• Lead the transition of billing, payment processing, and collections activities into Guardian's systems and processes.
• Collaborate with IT and external vendors to ensure accurate migration of accounting and billing data.
• Document current-state financial processes of acquired entities and identify gaps relative to Guardian's practices.
• Develop integration playbooks, checklists, and standard operating procedures to streamline future acquisitions.
• Track and resolve discrepancies between acquired company financial records and Guardian's reporting requirements.
• Assist with internal and external audits related to acquisition accounting and integrations.
• Provide ongoing post-integration financial support to ensure a smooth transition.

Qualifications

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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